Weekly Highlights | Chip Price Surge, South Korean Buying Spree, Trump's Visit to China, and the Appointment of New Federal Reserve Chairman Warsh

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

The stock market boom fueled by AI fever

Reassessing Micron MU: How the Memory Supercycle Disrupted Traditional Wall Street Valuation Logic

On May 8, Micron Technology surged by more than 15%. Micron is no longer a traditional cyclical storage company, but a core monopolist in AI computing infrastructure.

After AMD's stock price surged by 680 billion yuan, who in China's industrial chain benefited, and who was marginalized?

AMD's earnings report exceeded expectations, causing its stock price to surge by more than 20%. The explosive demand for AI computing power is reshaping the global industry chain, with Chinese optical modules, packaging and testing sectors directly benefiting. However, betting on a single asset carries hidden risks.

When technology is no longer a barrier, only one thing remains as the ultimate moat in the field of AI.

Ambitious people must understand that being "chosen" and being "seen" are two different things.

Understanding the Reasons for the Recent Surge in the Storage Industry

The explosion of AI has completely changed the pricing mechanism of the storage industry.

Morgan Stanley 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips, Avoid Traditional Sectors

Building the future AI infrastructure – CPUs, GPUs, ASICs, optical modules, and Chinese-made chips.

Chips, energy, and storage: Which of the three AI infrastructure sectors will rise first, which will surge the most, and which can still be chased?

Don't just focus on whether the model is hot or not. What really drives the AI market is the three hard infrastructure lines behind it.

Macro Insights

The real-life inspiration for "The Big Short" makes a major investment: shorting Nvidia and going long on software stocks "scared away" by AI.

Michael Burry (the inspiration for the movie "The Big Short"), who rose to fame during the 2008 subprime mortgage crisis, is increasing his short positions on AI leaders Nvidia and Palantir, and expanding his shorting scope to semiconductor ETFs and Nasdaq ETFs. At the same time, he is buying traditional software stocks such as Adobe and Autodesk, which have been suppressed by the AI narrative, to build a complete AI bubble repricing portfolio.

The Real China During Report Season

After reading 300 annual reports, one can see the "K-shaped differentiation" and logical restructuring taking place in China's industries.

Circle's stock price surged after its Q1 earnings report, as it seeks to shed its "interest rate stock" label.

With its compelling narrative of AI agent economics and the ARC stablecoin public chain, Circle quickly shifted market focus from current performance to growth expectations, successfully igniting market sentiment and driving a significant rise in its stock price.

Goldman Sachs' latest commodities methodology: A beginner's guide to commodities for portfolio managers

When analyzing any commodity, first separate "how much the forward anchor has moved" from "how much the spot price has deviated from the anchor".

SK Hynix becomes a "traitor to the capitalists," Samsung employees strike.

With 50,000 workers laid off for 18 days, is the global chip supply about to be cut off?

Why is Kevin Warsh considered the "chosen one" for Federal Reserve Chairman? Policy will be crucial in the next six months.

Walsh and Bessant formed a new "Committee to Save the World" with the goal of maintaining a low-cost financing environment in the United States during the AI era.

What are the major impacts and significance of the passage of the CLARITY Act on the Crypto industry?

2026-2028 will be the best three years for crypto startups in the United States.

Trump brings in 17 CEOs, further fueling the AI bull market.

"For the stock market, does Trump and his CEO team bring a new story, or do they reinforce the old narrative?"

Organizations and celebrities' creative ideas

Trump's Q1 stock market activity revealed! These are the stocks he recently bought.

Significantly reduced holdings in Amazon, Meta and Microsoft, bought Nvidia, Broadcom and Apple, and bought up software stocks such as Oracle and Adobe at bargain prices.

Interview with former Goldman Sachs FICC executive: Semiconductor shortages benefit those who are catching up! Buy as many optical modules as you can!

Memory chips shouldn't be valued using PE ratios; they're essentially leveraged oil. Aside from Bitcoin, all altcoins are worthless; they're just casino chips.

From Survival to Accelerated Growth: ZODL Founder Recounts Zcash's Three-Year Rise

Zcash transformed from survival to growth by restoring governance and incentives, creating excellent products, and reshaping its narrative.

Arthur Hayes' latest long article: Forget war and inflation, the AI bubble is the biggest opportunity.

The bull market is here, I'm buying blindly. Before the masses wake up, before the AI bubble bursts.

Bitwise: Why are top-tier investors betting heavily on new public chains like Arc, Canton, and Tempo?

Circle, Canton, and Tempo, three major public blockchains, have all raised funds. Giants such as BlackRock, a16z, and Stripe are betting on the stablecoin and asset tokenization track. Clearer regulations are creating new opportunities for privacy-focused public blockchains.

CZ's New Interview: AI and Biotechnology are great, but I still dedicate 80% of my energy to blockchain.

Nothing can replace Bitcoin yet; micropayments, agent payments, agentic money... these will all come.

Dialogue with He Yi: There's nothing to lose in life; you either gain something or learn something new.

From a rural girl to co-CEO of Binance, this story reveals the four pillars of cognition, courage, ambition, and execution. Bitcoin is reshaping financial understanding; courageous attempts lead to life-changing success. How can ordinary people elevate themselves?

Seize the opportunity

With 50 times the storage, Justin Sun is forever looking towards the next decade.

If you had listened to Brother Sun back then and bought Nvidia with 10,000 yuan, it would be worth 2.4 million yuan today.

A complete guide to stablecoin investing: From 3% to 15%, which of the four risk levels do you choose?

A Guide to Steady Returns in the Crypto Market: From extremely low risk to higher risk, breaking down stablecoin investment channels, following institutional fund allocations, and seeking steady profits.

A massive migration of $3 billion in DeFi funds: LayerZero crashes, Chainlink reaps huge profits.

The Kelp DAO attack triggered a massive on-chain migration, with Chainlink handling $3 billion in liquidity in a single week. LayerZero apologized and underwent rectification after facing a crisis of trust.

A Comprehensive Guide to the Profit Pool and Industry Landscape of AI Storage Layers

In-depth analysis of the six-layer profit pool in AI storage: HBM gross margin soars to 72%, CXL retimer boasts a profit margin of 76%, and enterprise-grade SSDs are poised for explosive growth. With Samsung, SK Hynix, and Micron holding an oligopoly, which sectors offer the most investment value?

When a bubble forms, how can you "smartly" short sell?

Find the wedge, buy the victim's put option, wait for the confirmation signal to appear, and then make a heavy investment.

Web3 Matters

A lengthy article: Traditional art is aging, and NFTs are becoming a renaissance for a new generation of collectors.

NFTs haven't died out; museums and top galleries are quietly betting on them.

Hook narratives create new opportunities for sudden wealth; how to seize the next one?

How did SATO, uPEG, and Slonks make Uniswap V4 hooks so popular?

The "VVV" concept, which has surged ninefold in six months, represents a new AI theme within the Base ecosystem.

The Base ecosystem's AI main theme, "VVV," has seen explosive growth, with Venice token $VVV's deflationary model driving a 9-fold increase, $POD rising over 12 times, and related tokens such as $SR following suit.

The Rising Star of the Base Ecosystem: The Logic Behind Dolphin Network's $POD Surge of 14 Times in a Single Month

With the explosive growth of the Venice ($VVV) ecosystem, Dolphin drove $POD to surge more than 14 times in a single month through 100% revenue buyback and a peer-to-peer pool model. Its rigorous staking penalty mechanism successfully solved the pain points of computing power efficiency and trust in decentralized AI inference.

Two peaches kill three warriors; Hyperliquid's operational strategy

On May 14, Native Markets announced that it would "sell" $USDH to the CC combination of Circle and Coinbase. After a brief period of operation in August, NM simply took the money and left.